We are seeking a highly motivated and analytically rigorous Investment Associate to join our single-family office. The role provides broad exposure across private equity, venture capital, public equity and credit, portfolio management, and operations.

The Investment Associate will work closely with the principal and senior management in evaluating new investment opportunities, monitoring portfolio companies and fund managers, managing investment data and reporting processes, and supporting the day-to-day operations of the family office.

Primary Responsibilities:

Investment Management, Portfolio Management & Reporting

Evaluate new private investment opportunities across venture capital, growth equity, private equity, real estate, and other alternative asset classes.
Conduct market, industry and competitive analysis.
Prepare investment memoranda, summaries, and presentation materials
Review financials models, investment materials, and legal documentation
Track and report on investment performance, capital calls and distributions, and portfolio developments.
Participate in regular calls and meetings with portfolio companies, sponsors, and external investment managers
Track portfolio exposures, positioning, and conduct performance attribution
Help maintain portfolio reporting and investment dashboards
Assist in monitoring and managing the family office’s public equity and liquid investment portfolio

Family Office Operations

Maintain investment databases, reporting systems, operational trackers, and document repositories
Track investment schedules, liquidity timelines, capital commitments, and compliance requirements
Coordinate with external service providers including accountants, attorneys, administrators, and consultants
Assist with ad hoc strategic, operational, and analytical projects across the family office

Qualifications:

2–5 years of experience in investment banking, private equity, venture capital, hedge funds, consulting, asset management, family office investing, or related fields
Strong financial modeling, analytical, and research capabilities
Excellent organizational skills and attention to detail
Strong written and verbal communication skills
Ability to manage multiple projects and work independently in a fast-paced environment
High degree of professionalism, discretion, and intellectual curiosity
Advanced proficiency in Excel and PowerPoint

Arcadia Investment Partners

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